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Disclosery

Clear Creek Financial Management, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Creek Financial Management, LLC on SCHG, newest first. How the timeline and the estimate are built.

Clear Creek Financial Management, LLC held 99,984 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,984 shares
    Change vs previous 13F +17,031 shares

    0.22% of the 13F portfolio, value $3,383,475.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,953 shares
    Change vs previous 13F +6,214 shares

    0.19% of the 13F portfolio, value $2,416,428.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,739 shares
    Change vs previous 13F +7,157 shares

    0.2% of the 13F portfolio, value $2,503,226.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,582 shares
    Change vs previous 13F +27,881 shares

    0.19% of the 13F portfolio, value $2,220,362.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,701 shares
    Change vs previous 13F +32,423 shares

    0.12% of the 13F portfolio, value $1,218,086.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,278 shares
    Change vs previous 13F +9,278 shares

    0.02% of the 13F portfolio, value $232,321.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,949 shares

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,949 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $203,056.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).